See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,715 | $211,958-96.4% | $169,463-95.4% | $135,375-94.3% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -6.16% | 3.26%-9.4pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $172 | $5,120-96.6% | $4,159-95.9% | $4,779-96.4% |
| Participant deferral / active EE | $1,095 | $6,075-82.0% | $5,277-79.2% | $5,609-80.5% |
| Admin fee / account holder | $303 | $11,471-97.4% | $9,109-96.7% | $10,827-97.2% |